Original filing (PDF)20250930154237NAL0019641122001

DR. BOBBI EDWARDS LEWIS, M.D. P.C.

Name: DR. BOBBI EDWARDS LEWIS, M.D. P.C. — DR. BOBBI EDWARDS LEWIS 401(K) SALARY REDUCTION PLAN AND TRUST, Form 5500 (2024)
Creator: DR. BOBBI EDWARDS LEWIS, M.D. P.C.

Form 5500-SF

FILING_RECEIVED

DR. BOBBI EDWARDS LEWIS 401(K) SALARY REDUCTION PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. BOBBI EDWARDS LEWIS, M.D. P.C..

Plan sponsor

Name

DR. BOBBI EDWARDS LEWIS, M.D. P.C.

EIN

38-3566224

Address

19315 W. 10 MILE ROAD · SOUTHFIELD, MI · 48075

Phone

(248) 483-8488

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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